A comprehensive guide for Canadian financial advisors to help clients cultivate secure retirement plans, addressing key income sources, risk mitigation, and best practices.
Discover how to assess retirement expenses, project future income streams, and incorporate inflation and spousal coordination to develop a robust plan for financially secure golden years in Canada.
Discover essential questions financial advisors should ask when guiding Canadian clients through retirement planning—covering goals, healthcare costs, potential risks, pension rules, and more, ensuring a tailored, client-centric experience.